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Institutional Ownership · SEC Form 13F

Who owns RSPN


Which tracked institutional funds hold RSPN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSPN company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

163
Institutional holders
14M
Shares held (tracked funds)

How the tape is positioned

40 tracked funds added or opened RSPN while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

RSPN’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RSPN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in RSPN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 163 tracked filers holding RSPN, 80 increased or opened the position and 69 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in RSPN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • Annex Advisory Services, LLC$34M
  • Global Retirement Partners, LLC$2M
  • IFG Advisory, LLC$891K
  • Brown Miller Wealth Management, LLC$833K
  • Gladstone Institutional Advisory LLC$746K
  • Diversify Advisory Services, LLC$517K

Full exits 7

  • FDx Advisors, Inc.$3M
  • Comprehensive Wealth Management, LLC$3M
  • Cambridge Investment Research Advisors, Inc.$2M
  • SYKON CAPITAL LLC$1M
  • FSA WEALTH PARTNERS, INC.$839K
  • CITADEL ADVISORS LLC$526K

Largest adds

  • JPMORGAN CHASE & CO$210M
  • GOLDMAN SACHS GROUP INC$46M
  • BANK OF AMERICA CORP /DE/$13M
  • NewEdge Advisors, LLC$11M
  • Blue Chip Partners, LLC$5M
  • MORGAN STANLEY$4M

Largest trims

  • ROYAL BANK OF CANADA$7M
  • Bank of New York Mellon Corp$6M
  • Sage Advisory Services, Ltd.Co.$2M
  • WELLS FARGO & COMPANY/MN$1M
  • GTS SECURITIES LLC$724K
  • ENVESTNET ASSET MANAGEMENT INC$495K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added3,317,862$210M23.5%2026-Q2
GOLDMAN SACHS GROUP INC added1,963,284$126M14.1%2026-Q2
BANK OF AMERICA CORP /DE/ added1,079,727$69M7.7%2026-Q2
AFFINITY WEALTH MANAGEMENT LLC trimmed629,151$40M4.5%2026-Q2
MEITAV INVESTMENT HOUSE LTD596,431$38M4.3%2026-Q2
Annex Advisory Services, LLC new528,466$34M3.8%2026-Q2
MORGAN STANLEY added505,243$32M3.6%2026-Q2
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD430,937$28M3.1%2026-Q2
LPL Financial LLC added375,853$24M2.7%2026-Q2
AMERIPRISE FINANCIAL INC added328,052$21M2.3%2026-Q2
ROYAL BANK OF CANADA trimmed318,668$20M2.3%2026-Q2
Davis Investment Partners, LLC trimmed270,403$17M1.9%2026-Q2
WELLS FARGO & COMPANY/MN trimmed247,284$16M1.8%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed244,788$16M1.8%2026-Q2
Wealthcare Advisory Partners LLC added175,887$11M1.3%2026-Q2
NewEdge Advisors, LLC added175,472$11M1.3%2026-Q2
Carmel Capital Management L.L.C. added173,445$11M1.2%2026-Q2
Strategic Wealth Partners, Ltd. added162,003$10M1.2%2026-Q2
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD154,563$10M1.1%2026-Q2
UBS Group AG added141,607$9M1.0%2026-Q2
Bank of New York Mellon Corp trimmed134,457$9M1.0%2026-Q2
TigerOak Management, L.L.C. trimmed110,743$7M0.8%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed102,046$7M0.7%2026-Q2
Cetera Investment Advisers trimmed86,312$6M0.6%2026-Q2
Blue Chip Partners, LLC added83,176$5M0.6%2026-Q2
Kestra Advisory Services, LLC trimmed75,233$5M0.5%2026-Q2
TKG Advisors, LLC added74,188$5M0.5%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed67,623$4M0.5%2026-Q2
Sage Advisory Services, Ltd.Co. trimmed66,585$4M0.5%2026-Q2
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed64,765$4M0.5%2026-Q2
Farther Finance Advisors, LLC trimmed58,826$4M0.4%2026-Q2
Harbor Asset Planning, Inc. added55,570$4M0.4%2026-Q2
Evernest Financial Advisors, LLC added55,497$4M0.4%2026-Q2
G&S Capital LLC added54,724$4M0.4%2026-Q2
Joseph P. Lucia & Associates, LLC trimmed47,088$3M0.3%2026-Q2
Hills Bank & Trust Co added44,386$3M0.3%2026-Q2
Treasure Coast Financial Planning added41,755$3M0.3%2026-Q2
Choice Wealth Advisors LLC trimmed40,303$3M0.3%2026-Q2
OSAIC HOLDINGS, INC. trimmed38,328$2M0.3%2026-Q2
NATIONAL BANK OF CANADA /FI/ added37,858$2M0.3%2026-Q2
STIFEL FINANCIAL CORP added37,127$2M0.3%2026-Q2
Equitable Holdings, Inc. added36,302$2M0.3%2026-Q2
JONES FINANCIAL COMPANIES LLLP added34,823$2M0.2%2026-Q2
PGIM Custom Harvest LLC trimmed32,901$2M0.2%2026-Q2
ACCESS FINANCIAL SERVICES, INC. trimmed30,975$2M0.2%2026-Q2
Global Retirement Partners, LLC added29,801$2M0.2%2026-Q2
Friedenthal Financial added27,621$2M0.2%2026-Q2
Live Oak Investment Partners added27,285$2M0.2%2026-Q2
FMR LLC trimmed26,220$2M0.2%2026-Q2
Walker Asset Management, LLC added24,572$2M0.2%2026-Q2
Burns Matteson Capital Management, LLC trimmed24,044$2M0.2%2026-Q2
Stratos Wealth Partners, LTD. added23,754$2M0.2%2026-Q2
Nova Wealth Management, Inc. trimmed22,846$1M0.2%2026-Q2
Lido Advisors, LLC added21,645$1M0.2%2026-Q2
Hilltop Holdings Inc. added20,365$1M0.1%2026-Q2
Brick & Kyle, Associates20,241$1M0.1%2026-Q2
Orion Porfolio Solutions, LLC added19,566$1M0.1%2026-Q2
Clear Creek Financial Management, LLC added19,464$1M0.1%2026-Q2
BROWN ADVISORY INC15,750$1M0.1%2026-Q2
IFG Advisory, LLC added13,929$891K0.1%2026-Q2
TRUIST FINANCIAL CORP trimmed13,546$867K0.1%2026-Q2
MML INVESTORS SERVICES, LLC added13,433$860K0.1%2026-Q2
BRIAN LOW FINANCIAL GROUP, LLC added13,280$850K0.1%2026-Q2
Brown Miller Wealth Management, LLC new13,023$833K0.1%2026-Q2
CIBC WORLD MARKET INC. trimmed12,056$772K0.1%2026-Q2
Gladstone Institutional Advisory LLC new11,663$746K0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed11,373$728K0.1%2026-Q2
First Heartland Consultants, Inc. added11,300$723K0.1%2026-Q2
CreativeOne Wealth, LLC10,875$696K0.1%2026-Q2
Traction Financial Partners, LLC trimmed10,867$695K0.1%2026-Q2
Kingsview Wealth Management, LLC added10,186$652K0.1%2026-Q2
&PARTNERS added10,130$648K0.1%2026-Q2
SILVER OAK SECURITIES, INCORPORATED trimmed9,946$637K0.1%2026-Q2
Capital Wealth Alliance, LLC9,443$604K0.1%2026-Q2
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed9,430$603K0.1%2026-Q2
Focus Financial Network, Inc. trimmed9,274$594K0.1%2026-Q2
Corient Private Wealth LP added8,796$563K0.1%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC new8,081$517K0.1%2026-Q2
Diversify Advisory Services, LLC new8,081$517K0.1%2026-Q2
Private Advisor Group, LLC trimmed8,017$513K0.1%2026-Q2
McAdam, LLC7,905$506K0.1%2026-Q2
Western Wealth Management, LLC added7,556$484K0.1%2026-Q2
Geneos Wealth Management Inc. added7,230$463K0.1%2026-Q2
Vanguard Capital Wealth Advisors new7,112$455K0.1%2026-Q2
World Investment Advisors7,000$403K0.0%2026-Q2
Interchange Capital Partners, LLC trimmed6,768$433K0.0%2026-Q2
PRIVATE TRUST CO NA6,702$429K0.0%2026-Q2
Rockefeller Capital Management L.P. added6,392$409K0.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed6,351$406K0.0%2026-Q2
Colonial River Investments, LLC trimmed6,026$386K0.0%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added5,875$376K0.0%2026-Q2
Ausdal Financial Partners, Inc. added5,679$363K0.0%2026-Q2
MAI Capital Management5,668$363K0.0%2026-Q2
YHB Investment Advisors, Inc. added5,481$351K0.0%2026-Q2
Jacobi Capital Management LLC trimmed5,416$347K0.0%2026-Q2
Simplicity Wealth,LLC new5,335$341K0.0%2026-Q2
Mariner, LLC trimmed5,269$337K0.0%2026-Q2
OPPENHEIMER & CO INC added5,235$335K0.0%2026-Q2
DIVERSIFIED TRUST CO5,125$328K0.0%2026-Q2
Comprehensive Financial Consultants Institutional, Inc. trimmed4,905$314K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership